AAPL slid while NVDA notched a stealth victory — and the divergence between their options flows tells...
Month: June 2026
GS is trading above $1,000 for the first time. The dealmaking engine behind it is just getting...
Record equities, a four-year-high M&A backlog, and a SpaceX IPO mandate — GS is firing on almost...
Record revenue, raised guidance, a CFO exit — and the stock drops. The setup is more interesting...
Brent crude, the Strait of Hormuz, and ExxonMobil's 24% YTD run — the oil trade in 2026...
The cybersecurity leader crossed $5 billion in ARR and announced a 4-for-1 stock split. The post-earnings selloff...
Marvell Technology (MRVL) may be the most important chip company most investors still haven't fully priced.
The biggest AI listing in history is coming. The smart trade might not be Anthropic itself.
Global military budgets are rising for the 11th straight year. The procurement cycle is only now accelerating.
Samsara just posted its third straight quarter of GAAP profitability. The market hasn't fully caught up.
